Resource Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $505K | Buy |
3,128
+111
| +4% | +$17.9K | 0.05% | 103 |
|
|
2021
Q3 | $724K | Buy |
3,017
+632
| +26% | +$152K | 0.08% | 80 |
|
|
2021
Q2 | $581K | Sell |
2,385
-678
| -22% | -$165K | 0.07% | 95 |
|
|
2021
Q1 | $695K | Buy |
3,063
+695
| +29% | +$158K | 0.08% | 87 |
|
|
2020
Q4 | $515K | Buy |
2,368
+97
| +4% | +$21.1K | 0.07% | 98 |
|
|
2020
Q3 | $369K | Buy |
+2,271
| New | +$369K | 0.06% | 102 |
|